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= Approve/Reject a Template =
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= Approving/Rejecting a Template =
 
<div><div style="float:left;width:68%;">
 
<div><div style="float:left;width:68%;">
 
Every Template has a team consisting of a primary owner, a secondary owner, an approver, and so on. The approver can&nbsp;approve or to reject a Template.
 
Every Template has a team consisting of a primary owner, a secondary owner, an approver, and so on. The approver can&nbsp;approve or to reject a Template.
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== Approving a Template ==
  
 
To approve a Template:
 
To approve a Template:
  
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#On the ''Dashboard'', '''click''' the ''Notifications'' tile, and then the ''Tasks'' tab. A list of tasks pending for your action appear.
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1. C'''lick'''&nbsp; "View More" on&nbsp;&nbsp;"My&nbsp;Tasks"&nbsp;on the Dashboard. The "User Tasks" page opens displaying a&nbsp;list of tasks pending for your action.
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#'''Click&nbsp;'''the&nbsp;''Template&nbsp;''name link that you want to approve. The&nbsp;''Template Details&nbsp;''page&nbsp; opens.&nbsp;  
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<div class="image-green-border">[[File:8.0-Template Management Approval My Task.PNG|720px|8.0-Template Management Approval My Task.PNG]]</div>
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#'''Click&nbsp;'''one of the following buttons.&nbsp;  
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2.&nbsp;'''Click&nbsp;'''the eye icon on the far right of the&nbsp;Template that you want to approve and which is listed&nbsp;as&nbsp;"Approval for [template name]".&nbsp; The "Templates"&nbsp;Details&nbsp;page&nbsp;opens''.''
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#*Download:&nbsp;'''Click&nbsp;'''to download the Template.&nbsp;  
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<div class="image-green-border">[[File:8.0-Template Management Approval My Task1.PNG|720px|8.0-Template Management Approval My Task1.PNG]]</div>
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#*Edit:&nbsp;'''Click&nbsp;'''to edit the Template.&nbsp;
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3. '''Click "'''Download"''&nbsp;''to download the Template and "Edit" to edit the Template on the far right in the title bar.&nbsp;
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#*Approve:&nbsp;'''Click&nbsp;'''to approve the Template.&nbsp;
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<div class="image-green-border">[[File:8.0-Template Management Approval Template Details.PNG|720px|8.0-Template Management Approval Template Details.PNG]]</div>  
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#*Reject:&nbsp;'''Click&nbsp;'''to reject the Template.&nbsp;  
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4. '''Click "'''Approve". The "Add Note"&nbsp;drawer opens.
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</div> <div class="image-green-border" style="clear: both;">[[File:Approve template.jpg|Approve Template]]</div> <ol start="4">
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<li>'''Type '''appropriate comments in the ''Add Note&nbsp;''dialog box and then '''click&nbsp;'''''Add. ''The status of the Template changes to ''Approved.&nbsp;''In the ''Add Note'' dialog box, '''type''' appropriate comments, and then '''click''' ''Add''. The status of the Template changes to ''Approved''.</li>
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</ol>
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When you '''click''' ''Reject'', you have to add your comments and select the reason for rejection. After you approve or reject, the status of the Template changes to ''Draft'' and the Template has to go through the approval process again.
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5. '''Enter '''your comments if any.
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<div class="image-green-border">[[File:Add note.png]]</div>  
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6. '''Click "'''Add".&nbsp;The status of the Template changes to "Approved".
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<div class="image-green-border">[[File:8.0-Template Management Approval Template Details1.PNG|720px|8.0-Template Management Approval Template Details1.PNG]]</div>  
 
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'''Related Topics: '''[[Search_a_Template|Searching Templates]] | [[Working_with_ICM_Add-ins|Working_with_ICM_Add-ins]] | [[Template_Details_Page|Template Details]] | [[Creating_a_Template|Creating_a_Template]]
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== Rejecting a Template ==
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<div class="image-green-border">To reject a Template:</div>
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1. '''Click '''"Reject" on the "Templates" Details page.''&nbsp;''The "Add Note"''&nbsp;''drawer&nbsp;opens.&nbsp;
  
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2. Enter your comments if any.
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<div class="image-green-border" style="clear: both;">3. '''Select '''a Reason&nbsp;for rejecting the template&nbsp;from the "Reason Code" drop-down (This is a mandatory step for Rejection).</div> <div class="image-green-border" style="clear: both;">4. '''Click "'''Add". The status of the Template changes to "Draft" and the Template has to go through the approval process again.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-Template Management Rejecting Template Details1.PNG|720px]]</div>
 
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'''Related Topics:&nbsp;'''[[Template_Management|Template Management]]&nbsp;|&nbsp;[[Create_a_Template_in_ICM_Word_Add-in|Create a Template in ICI Word Add-in]]&nbsp;| [[Rule|Rule]]&nbsp;|&nbsp;[[Agreement_Management|Agreement Management]]&nbsp;|&nbsp;[[Clause_Management|Clause Management]]&nbsp;| [[Bilingual_Templates|Bilingual_Templates]] </div>

Latest revision as of 14:25, 14 December 2021



Approving/Rejecting a Template

Every Template has a team consisting of a primary owner, a secondary owner, an approver, and so on. The approver can approve or to reject a Template.


Approving a Template

To approve a Template:

1. Click  "View More" on  "My Tasks" on the Dashboard. The "User Tasks" page opens displaying a list of tasks pending for your action.

8.0-Template Management Approval My Task.PNG

2. Click the eye icon on the far right of the Template that you want to approve and which is listed as "Approval for [template name]".  The "Templates" Details page opens.

8.0-Template Management Approval My Task1.PNG

3. Click "Download" to download the Template and "Edit" to edit the Template on the far right in the title bar. 

8.0-Template Management Approval Template Details.PNG

4. Click "Approve". The "Add Note" drawer opens.

5. Enter your comments if any.

6. Click "Add". The status of the Template changes to "Approved".

8.0-Template Management Approval Template Details1.PNG

 

Rejecting a Template

To reject a Template:

1. Click "Reject" on the "Templates" Details page. The "Add Note" drawer opens. 

2. Enter your comments if any.

3. Select a Reason for rejecting the template from the "Reason Code" drop-down (This is a mandatory step for Rejection).
4. Click "Add". The status of the Template changes to "Draft" and the Template has to go through the approval process again.
 
8.0-Template Management Rejecting Template Details1.PNG

 

 

 

Related Topics: Template Management | Create a Template in ICI Word Add-in | Rule | Agreement Management | Clause Management | Bilingual_Templates
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